Report
Dave Nicoski ...
  • Ross LaDuke
EUR 45.30 For Business Accounts Only

Vital Signs: Actionable charts

Key Points:

• Despite weakness in a number of Consumer Discretionary stocks, there are a number of names that remain attractive (ex. KBH, PHM, SIX, RRGB, WEN, SHAK, DNKN, and WMT)

• The Consumer Staples Sector continues to have a number of leadership names. (ex. HSY, K, SAFM, VGR, and CHD)

• Gold remains a leadership area of the market. (ex. RGLD, and NEM)

• REITs and Utilities are increasingly moving as market leadership. (ex. OHI, WELL, LTC, DEA, IRT, EQR, UDR, ADC, EXR, CONE, NSA, AMT, NEE, IDA, DUK, and ES)
Underlyings
Agree Realty Corp.

Agree Realty is an integrated real estate investment trust primarily focused on the ownership, acquisition, development and management of retail properties net leased to tenants. The company's assets are held by, and all of the company's operations are conducted through, directly or indirectly, its majority owned operating partnership, Agree Limited Partnership.

American Tower Corp

American Tower is a holding company. Through its subsidiaries, the company is a real estate investment trusts and an independent owner, operator and developer of multitenant communications real estate. The company's primary business is the leasing of space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. The company also provides tower-related services, including site acquisition, zoning and permitting and structural analysis, which primarily support its site leasing business, including the addition of new tenants and equipment on its sites.

Aptargroup Inc.

AptarGroup is a provider of a range of packaging, dispensing and sealing solutions, primarily for the beauty, personal care, home care, prescription drug, consumer health care, injectables, food and beverage markets. While the company provides a range of dispensing and sealing solutions, its primary products are: dispensing pumps, which dispense a spray or lotion from non-pressurized containers; closures, which are plastic caps which allow a product to be dispensed without removing the cap; aerosol valves, which dispense product from pressurized containers; and elastomeric primary packaging components, which include stoppers for infusion, antibiotic, lyophilization and diagnostic vials.

Cboe Global Markets

Cboe Global Markets is an exchange holding company. The company provides trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products, global foreign exchange and multi-asset volatility products based on the VIX Index. The company operates in five segments: Options, U.S. Equities, Futures, European Equities and Global FX. The company also provides trading in products and licenses based on its proprietary indexes and index methodologies, including volatility index products based on various broad-based market indexes, volatility indexes based on ETFs and individual stocks and options strategy benchmarks.

Chubb Ltd

Church & Dwight Co.

Church & Dwight develops, manufactures and markets a range of consumer household and personal care products and specialty products focused on animal productivity, chemicals and cleaners. The company provides ARM & HAMMER baking soda, cat litter, laundry detergent, carpet deodorizer and other baking soda based products; TROJAN condoms, lubricants and vibrators; OXICLEAN stain removers, cleaning solutions, laundry detergents and bleach alternatives; SPINBRUSH battery-operated toothbrushes; FIRST RESPONSE home pregnancy and ovulation test kits; NAIR depilatories; ORAJEL oral analgesic; and L'IL CRITTERS and VITAFUSION gummy dietary supplements for children and adults, respectively.

CME Group

CME Group is a holding company. Through its subsidiaries, the company provides a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities and metals. The company provides futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. The company also operates pcounterparty clearing provider CME Clearing. The company also provides optimization, reconciliation and processing services through TriOptima and Traiana.

CyrusOne

CyrusOne is a data center real estate investment trust that owns, operates and develops enterprise-class, carrier-neutral, multi-tenant and single-tenant data center properties. Data centers are real estate assets that serve as centralized repositories of server, storage and network equipment. The company's data centers are carrier-neutral, enabling its customers to connect to a range of telecommunication carriers. The company provides data center facilities that protect and ensure the continued operation of information technology infrastructure for customers in data centers and recovery centers in several markets including in the U.S., plus London and Singapore.

Duke Energy Corp.

Duke Energy is a holding company. Through its subsidiaries, the company operates as an energy company. The company's segments include: Electric Utilities and Infrastructure, which provides retail electric service through the generation, transmission, distribution and sale of electricity to customers within the Southeast and Midwest regions of the U.S.; Gas Utilities and Infrastructure, which conducts natural gas operations, as well as owns, operates and has investments in various pipeline transmission and natural gas storage facilities; and Commercial Renewables, which acquires, develops, builds, operates and owns wind and solar renewable generation throughout the continental U.S.

Dunkin' Brands Group

Dunkin' Brands Group is a franchisor of quick service restaurants serving hot and cold coffee and baked goods, as well as ice cream. Through its Dunkin' Donuts brand, the company franchises restaurants featuring coffee, donuts, bagels, breakfast sandwiches, and related products. The company licenses Dunkin' Donuts brand products sold in certain retail outlets such as retail packaged coffee, Dunkin' K-Cup? pods, and ready-to-drink bottled iced coffee. Through its Baskin-Robbins brand, the company franchises restaurants featuring ice cream, frozen beverages, and related products. The company distributes Baskin-Robbins ice cream products to Baskin-Robbins franchisees and licensees in certain international markets.

Easterly Government Properties

Easterly Government Properties is an internally managed real estate investment trust focused primarily on the acquisition, development and management of Class A commercial properties that are leased to U.S. Government agencies. The operations of the company is carried on primarily through Easterly Government Properties LP (the Operating Partnership) and the wholly owned subsidiaries of the Operating Partnership.

Equity Residential

Equity Residential is a real estate investment trust focused on the acquisition, development and management of rental apartment properties. The company is the general partner of, and owned an ownership interest in ERP Operating Limited Partnership (ERPOP). All of the company's property ownership, development and related business operations are conducted through ERPOP and those entities/subsidiaries owned or controlled by ERPOP. The company, directly or indirectly through investments in title holding entities, owned all or a portion of properties located in several states and the District of Columbia.

Eversource Energy

Eversource Energy is a public utility holding company. Through its subsidiaries, the company has four segments: electric distribution, which are engaged in the distribution of electricity to retail customers in Connecticut, Massachusetts and New Hampshire; electric transmission, which owns and maintains transmission facilities that are part of an interstate power transmission grid over which electricity is transmitted throughout New England; natural gas distribution, which distributes natural gas to communities in Massachusetts and cities and towns in Connecticut; and water distribution, which provides water services in towns and cities in Connecticut, Massachusetts and New Hampshire.

Extra Space Storage Inc.

Extra Space Storage is a self-administered and self-managed real estate investment trust that owns, operates, manages, acquires, develops and redevelops self-storage properties. Substantially all of the company's business is conducted through Extra Space Storage LP. The company operates in two segments:self-storage operations, which include rental operations of wholly-owned stores; and tenant reinsurance, which include the reinsurance of risks relating to the loss of goods stored by tenants in the company's stores. The company owns and operates stores in several states, Washington, D.C. and Puerto Rico.

First American Financial

First American Financial is a holding company. Through its subsidiaries, the company is engaged in the business of providing financial services through its two segments. The title insurance and services segment provides title insurance, closing and/or escrow services and similar or related services domestically and internationally in connection with residential and commercial real estate transactions. It maintains, manages and provides access to title plant records and images and, in addition, provides banking, trust, document custodial and wealth management services. The specialty insurance segment issues property and casualty insurance policies and sells home warranty products.

Hershey Foods Corp.

Hershey is engaged in the production of chocolate and non-chocolate confectionery. The company's segments are: North America, which is responsible for the company's chocolate and non-chocolate confectionery market position, as well as its grocery and snacks market positions, in the U.S. and Canada; and International and Other, in which the company has operations and manufactures product in China, Mexico, Brazil, India and Malaysia, and also distributes and sells confectionery products in export markets of Asia, Latin America, Middle East, Europe, Africa and other regions. The company's product offerings include chocolate and non-chocolate confectionery products, gum and mint refreshment products, pantry and snack items.

IDACORP Inc.

Idacorp is a holding company. The company's principal operating subsidiary, Idaho Power Co. (Idaho Power), is an electric utility engaged in the generation, transmission, distribution, sale, and purchase of electric energy and capacity and is regulated by the state regulatory commissions of Idaho and Oregon and by the Federal Energy Regulatory Commission. Idaho Power's joint venture, Idaho Energy Resources Co., mines and supplies coal to the Jim Bridger generating plant owned in part by Idaho Power.

Independence Realty Trust

Independence Realty Trust is an internally-managed real estate investment trust. The company's business consists of owning, managing, operating, leasing, acquiring, developing, investing in, and disposing of real estate assets. The company owns and operates multifamily apartment communities across non-gateway U.S. markets, including Louisville, Memphis, Atlanta and Raleigh. The company owns all of its assets and conducts its operations through Independence Realty Operating Partnership, LP, of which the company is the sole general partner. The company's investments in real estate consist of apartment properties.

Intercontinental Exchange

Intercontinental Exchange is an operator of regulated exchanges, clearing houses and listings venues, and a provider of data services for commodity, fixed income and equity markets. The company operates regulated marketplaces for listing, trading and clearing a range of derivatives and securities contracts across main asset classes, including energy and agricultural commodities, interest rates, equities, equity derivatives, exchange traded funds, credit derivatives, bonds and currencies. The company also provides end-to-end data services and solutions to support the trading, investment, risk management and connectivity needs of customers.

Intuit Inc.

Intuit delivers financial management and compliance products and services to consumers, small businesses, the self-employed, and accounting professionals. The company has three segments: Small Business & Self-Employed, which provides QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses; Consumer, which includes do-it-yourself and assisted TurboTax income tax preparation products and services sold in the U.S. and Canada; and Strategic Partner, which provides professional tax offerings including Lacerte, ProSeries, ProFile, and ProConnect Tax Online.

KB Home

KB Home is a homebuilding company. The company builds a variety of homes designed primarily for first-time and first move-up, as well as second move-up and active adult homebuyers, including attached and detached single-family residential homes, townhomes and condominiums. The company's financial services operations provide various insurance products to its homebuyers in the markets where it builds homes and provide title services in certain of those markets. The company's financial services operations also provide mortgage banking services, including residential consumer mortgage loan originations, to its homebuyers indirectly through KBHS Home Loans, LLC, a joint venture the company formed with Stearns Lending, LLC.

Kellogg Co.

Kellogg is engaged in the manufacture and marketing of ready-to-eat cereal and convenience foods. The company's principal products are snacks, such as crackers, cookies, savory snacks, toaster pastries, cereal bars, granola bars and bites, fruit-flavored snacks; and convenience foods, such as, ready-to-eat cereals, frozen waffles, veggie foods and noodles. The company's snacks brands are marketed under brands such as Kellogg's, Keebler, Cheez-It, Pringles, Murray, Austin, Famous Amos, Parati, and RXBAR. The company's cereals and cereal bars are generally marketed under the Kellogg's name, with some under the Kashi and Bear Naked brands. The company's frozen foods are marketed under the Eggo and Morningstar Farms brands.

LTC Properties Inc.

LTC Properties is a health care real estate investment trust. The company invests primarily in senior housing and health care properties. The company's primary senior housing and health care property classifications include: skilled nursing centers, which provide restorative, rehabilitative and nursing care; assisted living communities, which provide a combination of housing, supportive services, personalized assistance and health care; independent living communities, which provide services such as laundry, housekeeping, and dining options/meal plans, among others; memory care communities, which provide options for people with Alzheimer's disease and other forms of dementia; and combinations thereof.

Mack-Cali Realty Corp.

Mack-Cali Realty is a self-administered and self-managed real estate investment trust that owns and operates a real estate portfolio comprised primarily of Class A office and office/flex properties located primarily in the Northeast. The company operates in two business segments: commercial and other real estate and multi-family real estate and services. The company provides leasing, property management, acquisition, development, construction and tenant-related services for its commercial and other real estate and multi-family real estate portfolio. The company's multi-family services business also provides similar services for third parties.

MarketAxess Holdings Inc.

MarketAxess Holdings operates an electronic trading platform that enables fixed-income market participants to trade corporate bonds and other types of fixed-income instruments using its patented technology. Through its Open Trading? protocols, the company executes trades in certain bond between and among institutional investor and broker-dealer clients on a matched principal basis. The company also provides trading-related products and services, including: market data to assist clients with trading decisions; connectivity solutions that facilitate straight-through processing; technology services to improve trading environments; and execution services for exchange-traded fund managers and other clients.

MSCI

MSCI provides products and services to support the needs of institutional investors throughout their investment processes. The company operates in four segments: Index, which used in many areas of the investment process, including index-linked product creation and performance benchmarking; Analytics, which provides institutional investors an integrated view of risk and return; environmental, social and governance, which include screening service that is designed to enable institutional investors to manage ESG standards and restrictions; and Real Estate, which provide real estate performance analysis for funds, investors, managers and lenders.

National Storage Affiliates Trust

National Storage Affiliates Trust is a self-administered and self-managed real estate investment trust focused on the self storage sector. The company serves as the sole general partner of its operating partnership subsidiary, NSA OP, LP (operating partnership), to conduct its business, which is focused on the ownership, operation, and acquisition of self storage properties located within metropolitan statistical areas throughout the U.S. The company also owns certain of its self storage properties through other consolidated limited partnership subsidiaries of its operating partnership.

NewMarket

NewMarket is a holding company and is the parent company of Afton Chemical Corporation (Afton), Ethyl Corporation (Ethyl), NewMarket Services Corporation (NewMarket Services), and NewMarket Development Corporation (NewMarket Development). Afton manufactures and sells petroleum additives, while Ethyl represents the sale of tetraethyl lead in North America and certain contracted manufacturing and services. NewMarket Development manages the property that the company owns in Virginia. NewMarket Services provides various administrative services to the company, Afton, Ethyl, and NewMarket Development. The company's business is composed of one segment, petroleum additives.

Newmont Goldcorp

Newmont Goldcorp is a gold producer with operations and/or assets in the U.S., Australia, Peru, Ghana and Suriname. The company also produces copper, principally through operations in Boddington in Australia and Phoenix in the U.S. The company's regions include North America, South America, Australia, and Africa. The company's North America segment consists primarily of Carlin, Phoenix, Twin Creeks, Long Canyon and Cripple Creek &Victor in the U.S. The company's South America segment consists primarily of Yanacocha in Peru and Merian in Suriname. The company's Australia segment consists primarily of Boddington, Tanami and Kalgoorlie in Australia. The company's Africa segment consists primarily of Ahafo and Akyem in Ghana.

NextEra Energy Inc

NextEra Energy is a holding company, engaged in electric power and energy infrastructure. The company has two principal businesses, Florida Power & Light Company (FPL) and NextEra Energy Resources, LLC (NEER). FPL is engaged primarily in the generation, transmission, distribution and sale of electric energy in Florida. NEER is a clean energy company, which emphasizes on the development, construction and operation of long-term contracted assets with a focus on renewable projects. Through its subsidiaries, NEER owns, develops, constructs, manages and operates electric generation facilities in wholesale energy markets primarily in the U.S., as well as in Canada and Spain.

Omega Healthcare Investors

Omega Healthcare Investors is a self-administered real estate investment trust. The company has one reportable segment consisting of investments in healthcare-related real estate properties located in the U.S. and the U.K. The company's main business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities, and, to a lesser extent, assisted living facilities, independent living facilities and rehabilitation and acute care facilities.

Perficient Inc.

Perficient is an information technology and management consulting firm serving Global 2000? and enterprise customers. The company's solutions include business intelligence and analytics, commerce, content management, custom applications, platform implementations, portals and collaboration, business integration and application program interfaces, management consulting, business process management, and customer relationship management, among others. The company provides services primarily to the healthcare (including pharma and life sciences), financial services (including banking and insurance), retail and consumer goods, automotive and transport products, electronics and computer hardware, among others.

Perspecta

Perspecta is a provider of end-to-end enterprise information technology services to government customers across U.S. federal, state and local markets. Using its enterprise offerings and solutions, the company assists its government customers implement modern collaborative workplaces, hybrid cloud platforms and integrated digital systems of engagement with their enterprise management systems. The company's enterprise-based offerings and solutions for U.S. government customers include Cloud, Platform and IT Outsourcing Services, Enterprise and Cloud Applications, Enterprise Security, Mobility and Workplace, as well as Analytics.

Pulte Group

PulteGroup throughg its subsidiaries is engaged in the homebuilding business. The company also has mortgage banking operations, conducted principally through its susidiary, Pulte Mortgage LLC, and title and insurance brokerage operations. The company provides a range of product line to meet the needs of homebuyers in its targeted markets. Through its brands, which include Centex, Pulte Homes, Del Webb, DiVosta Homes, and John Wieland Homes and Neighborhoods, the company provides a range of home designs, including single-family detached, townhouses, condominiums, and duplexes at different prices and with varying levels of options and amenities to its customer groups: first-time, move-up, and active adult.

Red Robin Gourmet Burgers Inc.

Red Robin Gourmet Burgers develops, operates, and franchises restaurants in North America and focuses on serving a selection of gourmet burgers. The company's menu features its line of gourmet burgers, Red's Tavern Double? burgers, and its Red Robin's Finest line of Angus beef burgers and fire-grilled chicken breasts with toppings. The company also provides burgers made with chicken breasts, breaded cod and grilled salmon fillets, and turkey patties, as well as a proprietary vegetarian patty. In addition to burgers, the company serves other items including appetizers, salads, soups, seafood and other entrees, desserts, the company's alcoholic and non-alcoholic beverages, and a variety of national and craft beers.

Royal Gold Inc.

Royal Gold, together with its subsidiaries, is engaged in the business of acquiring and managing precious metal streams, royalties, and similar interests. The company manages its business under two segments: the acquisition and management of stream interests; and the acquisition and management of royalty interests. The company's principal producing stream and royalty interests on properties outside of the U.S. are located in Canada, Chile, the Dominican Republic, Ghana and Mexico. The company also has stream and royalty interests in mines and projects in other countries, including Argentina, Australia, Bolivia, Brazil, Burkina Faso, Guatemala, Honduras, Macedonia, Nicaragua, Peru, Russia, Spain and Tunisia.

Sanderson Farms Inc.

Sanderson Farms is a poultry processing company engaged in the production, processing, marketing and distribution of fresh and frozen chicken products, including processed and minimally prepared chicken. The company sells ice-packed, chill-packed, bulk-packed and frozen chicken, in whole, cut-up and boneless form to retailers, distributors, and casual dining operators, and to customers who resell frozen chicken into export markets. The company operates through: Sanderson Farms, Inc. (Production Division), which is engaged in the production of chickens to the broiler stage; and Sanderson Farms, Inc. (Processing Division), which is engaged in the processing, sale and distribution of chicken products.

Shake Shack

Shake Shack is a roadside burger stand serving an American menu of burgers, hot dogs, crispy chicken, frozen custard, crinkle cut fries, shakes, beer, wine and others. The company operates and licenses Shake Shack restaurants. The company's menu include: Burgers & Chicken, which includes ShackBurger?, SmokeShack?, 'Shroom Burger? (Co.'s vegetarian burger), Shack Stack? and Hamburger, as well as Chick'n Shack?; Crinkle Cut Fries, which are made from Yukon potatoes; Hot Dogs, which include beef hot dogs and chicken dogs; Frozen Custard, which is made from vanilla and chocolate recipes and milk; Beer, Wine and Beverages, which provide local craft beers; and Dogs Are Welcome Too, which provides dog biscuits.

Six Flags Entertainment Corp.

SiSix Flags Entertainment is a theme park operator that owns and operates theme and waterparks. The company's parks provide a selection of thrill rides, water attractions, themed areas, concerts and shows, restaurants, game venues and retail outlets. The company holds licenses for theme park usage of certain Warner Bros. and DC Comics characters throughout the U.S. (except the Las Vegas metropolitan area), Canada, Mexico and other countries. The company's licenses include the right to sell merchandise featuring the characters at the parks, and to use the characters in its advertising, as walk-around characters and in theming for rides, attractions and retail outlets.

UDR
UDR

UDR is a real estate investment trust that owns, operates, acquires, renovates, develops, redevelops, disposes of, and manages multifamily apartment communities generally located in markets located throughout the U.S. The company has an ownership interest in communities containing apartment homes through unconsolidated joint ventures or partnerships. The company's operating partnership, United Dominion Realty, L.P., has a consolidated real estate portfolio that includes communities located in several markets.

Vector Group Ltd.

Vector Group is a holding company. The company is engaged principally in the manufacture and sale of cigarettes in the U.S. through its Liggett Group LLC and Vector Tobacco Inc. subsidiaries; and the real estate business through its New Valley LLC (New Valley) subsidiary. The company's business segments were Tobacco, E-Cigarettes and Real Estate. The Tobacco segment consists of the manufacture and sale of conventional cigarettes. The E-Cigarettes segment includes the operations of the company's e-cigarette business. The Real Estate segment includes the company's investment in New Valley, which includes Douglas Elliman, Escena, Sagaponack and investments in real estate ventures.

Walmart

Walmart is engaged in global operations of retail, wholesale and other units, as well as eCommerce, located throughout the U.S., Africa, Argentina, Canada, Central America, Chile, China, India, Japan, Mexico and the U.K. The company's operations are conducted in three reportable segments: Walmart U.S., which is a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, as well as walmart.com, jet.com and other eCommerce brands; Walmart International, which includes various formats divided into retail, wholesale and other categories; and Sam's Club, which is a membership-only warehouse club that also operates samsclub.com.

Welltower Inc.

Welltower is a real estate investment trust. The company has three segments: Triple-Net, which includes independent living and independent supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.); Seniors Housing Operating, which includes independent living and independent supportive living, continuing care retirement communities, Alzheimer's/dementia care and include care homes with or without nursing (U.K.); and Outpatient Medical, which consists of health care related buildings that include physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs.

Wendys Company

Wendy's is a holding company. The company's subsidiary, Wendy's Restaurants, LLC, is the parent company of Wendy's International, LLC (Wendy's), which is the owner and franchisor of the Wendy's? restaurant system in the U.S. Wendy's is a quick-service restaurant company in the hamburger sandwich segment. Each Wendy's restaurant provides a menu featuring hamburger sandwiches and filet of chicken breast sandwiches. Wendy's menu also includes chicken nuggets, chili, french fries, baked potatoes, salads, soft drinks, Frosty? desserts and kids' meals. In addition, the restaurants sell a variety of promotional products.Wendy's also provides breakfast in some restaurants in the U.S.

Provider
Vermilion Research
Vermilion Research

Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.

Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.

Analysts
Dave Nicoski

Ross LaDuke

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